Contractor and Freelancer Management Template

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template ? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template ? Customise Your Directory: Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms: Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy: Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders: Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals. Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers: Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency. Why is it essential to create and maintain an employee directory ? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template ? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by using Stackby ? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience. Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form

What is a Feedback Form ? A feedback form is a structured document used to collect valuable insights, opinions, and assessments from individuals. In the context of the workplace, an Employee Feedback Form serves as a tool for employees to share their thoughts, experiences, and suggestions regarding various aspects of their work environment, performance, and overall satisfaction. What should you include in employee feedback forms ? Employee Information: Name, Department, Position. Performance Assessment: Areas to evaluate performance and achievements. Job Satisfaction: Questions on job contentment, work-life balance, and workplace culture. Specific Feedback: Sections for constructive feedback and improvement suggestions. Suggestions: Space for employees to propose ideas for enhancing workplace conditions. How to make feedback forms with Stackby ? Utilise Stackby's customizable templates, such as the Employee Feedback Form template linked above. Modify fields based on your specific requirements, including performance metrics, satisfaction ratings, and open-ended feedback sections. Leverage Stackby's collaboration features for real-time feedback collection and analysis. What is 360 Employee feedback ? 360-degree feedback involves gathering input from various sources, including peers, subordinates, and supervisors, in addition to the self-assessment of the employee. This comprehensive approach provides a well-rounded perspective on an employee's performance and behaviour. Tips for your Employee Feedback Form ? Keep questions clear and specific to gather actionable insights. Include a mix of quantitative (rating scales) and qualitative (open-ended) questions. Ensure anonymity if seeking honest and unbiased feedback. Periodically update and adapt the feedback form to reflect changing organisational needs. What to do with employee feedback ? Analyse feedback trends to identify areas for improvement. Recognize and acknowledge positive feedback. Develop action plans based on constructive criticism. Communicate changes and improvements to employees to demonstrate a commitment to their feedback. Creating an effective Employee Feedback Form with Stackby and utilising the insights gathered can contribute significantly to employee engagement, satisfaction, and overall organisational growth. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management

Call logging is the process that involves collecting, analyzing, and recording data related to telephone calls made and received by a company or individual. Whether you own a small retail store in your area or run a multinational FMCG company with multiple offices worldwide, both inbound and outbound calls form an essential part of your day. Companies place calls for a wide range of reasons, including customer care, outreach, sales, marketing, surveys, operations, logistics, and so on. They also receive calls for an equally large number of reasons, including customer complaints, user queries, job applications, contract negotiations, etc. Call logs allow you to nurture and maximize leads, provide customer service, resolve issues faced by a user, keep track of follow-up calls, evaluate your company's departments' performance, market your product, among other things. There are different methods that a particular company can employ to create and maintain their call logs. It can be both manual and automatic. Stackby’s call log template template will allow you to keep meticulous and detailed records of any data related to call logs. Our Call Log Template will allow you to: Record the details of all of the company’s calls in one place. You can log calls of multiple departments using the call log template. If there are any documents relevant to a particular call, you can attach them to this template to facilitate easy access. Store the phone number required to place each call. Add notes, if necessary, for a call to allow for a better understanding of its content. Keep track of the agenda or purpose of each call. This can include recruitment, sales, marketing, operations, outreach, customer service, accounts, regular reports, and so on. Record the date and time for each call in the call log. Check whether the call has been closed or not. The calendar view of the template allows you to get an easier visual & understanding of the calls that are not closed. Under the separate tab for Agendas, you can track the number of calls placed and received by each department. You can also track the number of calls that have been closed under each agenda. Record and track the calls that have to be placed in the upcoming weeks under each agenda. Track the collaborator responsible for each agenda. Monitor and update the data as and when necessary.  With Stackby’s Call Log Template, you can record all your call data efficiently and easily! It is custom-made to suit your specific needs and expectations.

Have you ever struggled with managing and analyzing employee performance reviews and feedback? If so, you're not alone. Providing and receiving feedback can be challenging, and tracking it all can be overwhelming.  That is why Stackby has come up with Employee Feedback Tracker Template – a comprehensive and easy-to-use solution for managing all your employee feedback and performance reviews in one place. Now, let's uncover further details about this powerful tool in the following sections: How to Give Employee Feedback? Giving feedback to employees is an essential part of the employee performance review process. It allows managers to provide constructive criticism and praise to help employees grow and improve their skills.  Effective feedback should be specific, objective, and actionable. It should focus on behaviors and outcomes rather than personalities, be given in a timely manner, and provide clear expectations for improvement. How to Write an Employee Performance Review? Writing an employee performance review involves several steps, including setting clear objectives, documenting their progress, identifying areas for improvement, and providing constructive feedback. The review should focus on specific examples of the employee's performance and provide actionable recommendations for their development.  Our template is designed to streamline the overall process, track progress over time, and ensure each employee's fair and comprehensive evaluation. A Brief Overview of Stackby's Employee Feedback Template Employee Feedback Tracker Template by Stackby is a robust solution that helps organizations to collect, manage, and analyze employee feedback effectively. It provides a structured framework for tracking employee feedback, enabling organizations to effectively manage and address employee concerns, suggestions, and performance evaluations. Who is This Employee Feedback Template for? Our Employee Feedback Tracker Template is suitable for businesses of all sizes and industries that want to collect and organize feedback from their employees in a systematic and structured way. Why Do You Need Stackby's Employee Feedback Tracker Template? Centralize all employee feedback in one place Track employee performance reviews and progress over time Improve communication and collaboration among team members Take data-driven decisions to enhance your organization's well-being How to Use This Employee Feedback Tracker Template? Using Stackby's Employee Feedback Template is simple and convenient. Begin by signing up for Stackby, logging into your account, accessing the template, and clicking the "Use Template" button to create a new stack. Finally, customize it to match your needs by adding or removing columns, rearranging tables, and configuring views as necessary. Ways to Customize Our Employee Feedback Tracker Template. Add additional tables to capture specific feedback categories or metrics. Import data from other sources to consolidate feedback history. Customize views to display data in various formats, such as tables, calendars, or Kanban boards. Utilize the Link Column Type to establish connections between different tables and create a comprehensive feedback ecosystem. Tables Included in Our Employee Feedback Tracker Template Feedback: Use this table to track and record employee feedback, including comments, ratings, and suggestions. Directory: It provides a directory of employees, including their names, roles, gender, department, etc. However, you get the liberty to add or import tables and link them together using the Link Column Type. By linking these tables together using the Link Column Type, you can achieve the goal of comprehensive feedback tracking while maintaining an organized employee directory.  Additionally, the template allows you to utilize Lookup and Aggregation fields to create Key Performance Indicators (KPIs) based on the linked data, providing insights into employee performance and satisfaction. Furthermore, you can leverage charts and pivot tables to create custom dashboards, enabling executives to visualize feedback trends, compare data across departments, and make informed decisions. Ready to Revolutionize Your Employee Feedback Management Process? With our template, you can centralize feedback, track progress, and take concrete actions to improve your organization's well-being. Sign up today to choose Stackby as your trusted partner in optimizing employee feedback! Checkout more related Template : Agency Talent Management Template Employee Feedback tracker Template Employee Directory Template Employee Performance Management Employee Feedback Form

Regardless of their nature and scope, companies of all kinds frequently hire new employees to replace the employees who have left the organization, attract new talent, and diversify the workforce’s talent pool. Finding the right candidate for the right job is extremely important! Extensive interviews are conducted to scrutinize the applications and identify the best and most suitable candidates. Once selected, offer letters are extended to the candidates. What happens after the applicants join the company? This is where the idea of employee onboarding comes in. What is employee onboarding and why it is important for your HR? Although the term has different interpretations for different companies, employee onboarding is introducing and integrating the new employees with the company’s environment and culture. The duration and nature of tasks that fall under employee onboarding differ from one organization to another. However, in all cases, employee onboarding is the first interaction an employee has with the company after the recruitment process. It is the window of opportunity where you can make a long-lasting impression on your employees. A practical and well-managed onboarding process can convert talented recruits into loyal, long-term employees of the company. It reduces the company’s turnover rate and provides you with a competitive edge over others in the market. Keeping detailed records of the various tasks that fall under onboarding can be quite a hassle. Looking for an onboarding checklist that will allow you to track all the newly hired employees? Well, look no more! To only and streamline the work of your team, Stackby has developed a state-of-the-art Employee Onboarding Template. A robust onboarding process makes your new employees feel valued and appreciated and improves the company’s overall work culture. With our onboarding template, you can monitor everything of your team member's onboarding, in a single place with Stackby’s Employee Onboarding Template. With multiple onboarding templates available in the market, why should you choose us? With our customizable and user-friendly template, you will be able to: Track the onboarding process from start to finish on a single interface. Create your onboarding checklist for the process and list all the tasks that need to be done. For example, signing the employee contract, submitting bank account details, office tour, meet the CEO, setup benefits, etc.). Record the exact instance when each task needs to be done (On joining/ Within five days of joining/ After office tour/ After signing employee contract/ etc.). Track the status of each item in the onboarding process to see if it’s done or not. Record the list of company resources engaged in the onboarding process. Attach related documents to the onboarding template, if any. Record the names of all the new employees of your company and their corresponding onboarding checklist.  Track the exact date of joining of each employee. Monitor and update the details as and when required. Copy the stack today and discover the secret to standing out in this employee-centric job market! If you're looking to track your recruiting process, please check out our most popular Applicant Tracking Template.   Checkout more related Template : Agency Talent Management Template Employee Onboarding Form Employee Feedback tracker Template Employee Directory Template Employee Performance Management

Are you tired of spending valuable time searching for HR information scattered across different platforms and documents? If yes, look no further than Stackby's HR Knowledge Base Template. With its aid, you can create a centralized repository of knowledge that houses all your HR resources, policies, and guidelines in one place. From employee handbooks to benefits information and training materials, policies, forms easily access and share crucial information with your team, ensuring consistent and up-to-date HR practices. Read on to learn more: Digging into Details About Stackby's HR Knowledge Base Template Stackby's HR Knowledge Base Template is a powerful tool designed to help HR professionals and teams create and manage a unified repository of HR-related information. It provides a structured framework to store and organize policies, procedures, guidelines, training materials, and other HR resources in a user-friendly and searchable format. Who is This HR Knowledge Base Template for? Stackby's HR Knowledge Base Template free is ideal for HR professionals, managers, and teams looking to centralize their HR information and improve knowledge sharing within their organization. Whether you're a small business or a large enterprise, this template provides a structured and organized approach to managing HR knowledge effectively. Why Do You Need Stackby's HR Knowledge Base Template? Centralize and organize all your HR resources, policies, and documents in one accessible location. Streamline communication and collaboration within your HR team and across the organization. Ensure consistency and accuracy of HR information by keeping it up-to-date and easily searchable. Empower employees with self-service access to HR information, reducing the need for repetitive inquiries. Enhance compliance by tracking changes and maintaining a detailed change history. Improve efficiency by saving time spent on searching for HR information. Promote transparency and clarity in HR practices. Simplify onboarding and training processes by providing a comprehensive repository of resources. Optimize employee experience by sharing relevant policies and benefits information. Increase productivity by minimizing the time spent on administrative tasks related to HR information management. Ways to Customize Our HR knowledge Base Template Customize the template with your organization's unique terminology, categories, and classifications for HR information. Tailor the table columns to align with your HR knowledge base categories and information. Add or import tables based on your unique requirements and topics. Create additional views like Gallery and filters to sort and visualize the HR knowledge base data based on different criteria. Customize access permissions and sharing settings to control who can view and edit the HR knowledge base content. Add fields and columns to capture specific details or attributes of your HR knowledge base items. Table Included in Our Free HR Knowledge Base Template Topics: With this table, you can create a central repository of HR topics, policies, and resources. Also, it allows you to organize information with columns like topic name, details, review status, review date, etc. Create a gallery view and share the view URL to keep everyone on the same page. It's Time to Revolutionize Your HR Knowledge Management! With Stackby's free HR Knowledge Base Template, you can create a robust HR knowledge base that empowers your team to make informed decisions and fosters a culture of knowledge sharing within your organization. Get started with Stackby today to experience a seamless HR knowledge management solution!?

How Stackby's Leave Request Management Template will help ? Manage your company's entire leave request process and keep track of pending leaves in a given calendar year for all your team members. - Create a leave request form  - Bring leave responses directly  - Approve or disapprove leaves and communicate with your team member  - Track pending leaves for each team member based on a calendar year  Try out this template for free and take your company's leave management workflow to the next level. 

Recruitment is the process of hiring the right candidates for the right positions in your company. Employees form the backbone of any form of business. Hence, companies have to make sure that the candidate's capability matches the responsibility that will be assigned to him or her. One of the key objectives of recruitment is to anticipate the company's existing and upcoming recruitment needs. This is followed by making the required arrangements to fill the vacant positions by interviewing and assessing potential candidates. An efficient recruitment process allows you to streamline the procedure and reduce the time you spend looking for viable candidates. It also needs to be cost effective and conducted within the given time. Companies devote a substantial amount of their time and resources towards their recruitment process to attract and hire the best talent. To ensure a smooth and efficient recruitment process , you need a recruitment tracker that will allow you to record all relevant data in one place. Well, your search is over! Stackby’s Recruitment Tracker Template has been custom-made to track your recruitment process from start to finish. It gives you an overview of your company's open positions and details of the candidates that have applied for the same position. Using our Recruitment Tracker Template, you will be able to: Monitor the open positions in your company right now. Attach the job description document of each position to the recruitment plan template. Track the number of vacancies available under each position of your company. For example, for the position of Chief Financial Officer, there may be one vacancy available. However, for the position of Associate Developer, there are eight vacancies currently available. Monitor the level of requirement for each position (Low/ Medium/ High). Track the current status of a particular position (Open/ Interviewing/ On Hold/ Canceled). Record the details of the manager who is taking care of the recruitment process of a position . Store their contact details to avoid any form of communication gap. Add notes, if necessary, regarding each position. Store the details of the candidates that have applied for each position. Attach each applicant's picture to the recruitment tracker template and store their contact details in the template itself. Keep a record of each applicant's positions and attach their CV to the template to facilitate easy access . Record the interview date for each applicant. This will allow you to allot time for each applicant and schedule the interviews accordingly. Rate the candidate according to the interview already conducted and record the name of the interviewer too. Record the phone interview score of each applicant (Good/ Strong/ Rejected/ Reconsider/ Probably Hire). You can also track the application process's current status (Decision Pending/ No Hire/ Hired/ In-Person Interview). Stackby’s Recruitment Template is user-friendly and easy to understand. Collaborate with your HR team and start using it today!

The HR department of a company is responsible for finding, screening, and hiring the best candidates for every other department. What does a department do if it wants to recruit new employees? How does it communicate its hiring needs to the HR department? The answer to the question is – Job Requisition Form! What is a job requisition? Job requisition is the first step in the recruitment process. It is an internal document that acts as a formal request for a new position. Departmental managers use it to request the hiring of a new employee. Departmental managers fill out a requisition when they want to create a new position or fill an existing department position. It streamlines the recruitment process and helps a company in prioritizing its hiring needs. A job requisition will include a wide range of information starting from the department you’re hiring for, the manager’s details, the reason for recruitment, nature of the job, the expected salary range, the potential date of joining, and the list of qualifications required and so on. Job requisition is essential for a company as it formalizes the hiring process and lays down the department’s needs to the hiring manager. It enhances the transparency of the company’s HR department and even allows them to measure their recruiting KPIs easily! However, if your company’s different departments follow their job requisition format, the entire process becomes quite cumbersome. To solve this issue and help you manage multiple job requisitions, Stackby is here with its custom-made Job Requisition Form Template! This template provides you with a standard format for an employee requisition form that can be used by all your departments for their hiring needs. Apart from this, you can also keep track of all the current job requisitions in one place easily! How will Stackby’s Job Requisition Form Template help you and your team members?  Using this employee requisition form template, you will be able to: Track the multiple job requisitions on a single interface. Record the date on which the requirement was posted. Store the title of the position you want to fill. You can also record the corresponding department that has made the job requisition. Track the type of opening and check if it’s an urgent hire. This will help your HR department prioritize its time and resources towards critical positions. Store the reasons for recruitment and the responsibilities that will form a part of this position. Record the details of the supervising officer for each job. Add the educational and other qualifications required for a job. Check the current status of each job requisition to see if it has been approved or not. Monitor, track, and update the details as and when required. Job requisition is highly essential for a company, and we have created the perfect tool to help you with it. Start using the Job Requisition Form template today to streamline your critical HR process. Checkout other related Templates :Agency Template Management Daily Attendance Sheet